{ "schema": "aiblocks-page/1", "id": "agency-sales-discovery-coach", "type": "agent", "name": "Sales discovery call coach", "summary": "Plan a 30-minute sales discovery call with an opening, questions by theme, objection answers and a next-step close. Or review a call you just had.", "headline": "Sales discovery call coach", "subhead": "Tell it who you are calling, what you sell and what you already know. It plans the 30 minutes, writes the questions that find the problem, its cost and the reason to act now, drafts answers to the doubts you will hear and sets up a clear next step. Or paste notes from a call that just ended and get a review.", "job": { "id": "sell-and-negotiate", "name": "Sell and negotiate" }, "level": "intermediate", "thinking": "high", "tested": true, "updated": "2026-11-03", "first_published": "2026-10-26", "inputs": [ { "type": "question", "required": true, "label": "Question", "what": "the problem, decision or piece of work you want help with, and what a good outcome looks like" }, { "type": "transcript", "required": false, "label": "Transcript", "what": "the words from a recording, written out, with who said what" }, { "type": "source_text", "required": false, "label": "Source text", "what": "a long source in full: an article, a video or talk transcript, or notes from a book, with its title, author and link" } ], "outputs": [ { "type": "plan", "required": true, "label": "Plan", "what": "a dated plan: what to do, in what order, with a decision rule for each step" } ], "you_give": [ "Who you are calling, their company and their role", "What you sell, in a few lines", "Why they are on the call, such as an inbound request or your outreach, and any signal you saw", "What you already know about them from research or past contact", "The length of the call, if it is not 30 minutes (optional)", "Notes or a transcript from a call you just had, if you want a review (optional)" ], "you_get": [ "A call plan with timed parts, from the opening to the next step", "A set of questions by theme, built on your research so none are ones you could have looked up", "A short pitch bridge that links two or three things you offer to what the buyer says", "Answers to the doubts you are likely to hear, in four steps", "A plain list of signs the call went well and signs you rushed it", "A review of a finished call and a follow-up list (when you paste notes)" ], "use_when": [ "You have a first call with a prospect tomorrow and want a plan for the 30 minutes.", "You keep reaching the demo with no clear idea of the buyer's problem or who decides.", "A call just ended, you left unsure what happens next, and you want to see what you missed.", "You are training a new seller and want a call structure and a set of questions they can use." ], "skip_when": [ "You want to write a cold message to get a first meeting. Use the Outbound sales planner or the Sales outreach writer.", "You want only the order of questions, with no call structure or objections. Use the Sales call question planner.", "You want a whole deal scored after the call. Use the Sales deal reviewer.", "You want a proposal after the call. Use the Sales proposal narrative writer.", "You are interviewing people to test a business idea, not selling. Use the Customer discovery interview planner." ], "output_sample": { "input": [ "Who you are calling, their company and role", "What you sell and why they are on the call", "What you already know about them from your research", "Notes or a transcript from a finished call (optional, for a review)" ], "prerequisites": [ "An AI chat such as Claude, ChatGPT or Gemini", "Time to research the prospect first, so the plan skips what you could have looked up" ], "output": [ { "name": "Call plan", "contains": "A timed outline of the opening, the discovery part, a short pitch and the next step." }, { "name": "Opening", "contains": "A short agreement that sets the agenda and makes a \"no\" an acceptable result." }, { "name": "Questions by theme", "contains": "Questions on the problem, its cause, its cost, who else cares, why now and doing nothing." }, { "name": "Pitch bridge", "contains": "Two or three of your strengths tied to the pain the buyer names." }, { "name": "Next steps close", "contains": "What happens next, who does it, by when, and who else should join." }, { "name": "Likely doubts", "contains": "Four-step answers to the doubts you may hear, such as budget, timing or a rival." }, { "name": "Call review", "contains": "What went well, what you rushed and what to do before the next call." } ] }, "output_shape": "BRIEF AND ASSUMPTIONS\n | reason for call | length | ASSUMED: | MISSING: \n\nCALL PLAN\n opening | discovery | pitch | next steps \n\nOPENING\n \n\nQUESTIONS BY THEME\n theme | | follow-ups | listen for \n\nPITCH BRIDGE\n \"Based on \" | | | MISSING: \n\nNEXT STEPS CLOSE\n | who | by when | who else to include | what \"no\" looks like\n\nLIKELY DOUBTS\n | acknowledge | show you understand | clarify with | new view\n\nCHECKLIST\n went well if | rushed if \n\nCALL REVIEW (if you pasted notes)\n | what happened | what to try instead | follow-ups before next call\n\nSTILL TO CHECK\n | who or what confirms it", "how_to_use": [ "Download the pack and add it to your AI as a skill. Or paste SKILL.md into a new chat, then paste references/source-agent.md after it.", "Paste what you know about the prospect and your product. Say if you want a plan before a call or a review after one.", "Do your own research first. Paste in the facts you found, so the AI does not ask questions you could have looked up.", "Read the opening and the questions out loud once. Change any line that does not sound like you.", "Take the plan into the call as notes, not a script. Listen more than you talk.", "After the call, paste your notes back in and ask for a review and a list of follow-ups." ], "checks": [ "The result addresses your actual task and cites the evidence used.", "Examples, role-play experience and targets are kept separate from verified results.", "Claims of tests, memory, tool access or completed actions match what actually happened." ], "next": [ { "name": "Customer discovery interview planner", "url": "https://useaiblocks.com/skills/customer-discovery-plan", "why": "Understand your buyers" } ], "source": { "by": "Michael Sitarzewski and Agency Agents contributors", "repo": "msitarzewski/agency-agents", "url": "https://github.com/msitarzewski/agency-agents/blob/b37b5bb33b78f2c1d6567d98e25ca818e3259219/sales/sales-discovery-coach.md", "licence": "MIT", "original_name": "Discovery Coach", "commit": "b37b5bb33b78f2c1d6567d98e25ca818e3259219" }, "credits": [ { "title": "Discovery Coach", "by": "Michael Sitarzewski and Agency Agents contributors", "url": "https://github.com/msitarzewski/agency-agents/blob/b37b5bb33b78f2c1d6567d98e25ca818e3259219/sales/sales-discovery-coach.md", "used": "Original agent profile, preserved in references/source-agent.md; AI Blocks adds setup and review instructions." } ], "files": [ "LICENSE", "references/source-agent.md", "SETUP.md", "source.json" ], "links": { "page": "https://useaiblocks.com/agents/agency-sales-discovery-coach", "markdown": "https://useaiblocks.com/agents/agency-sales-discovery-coach.md", "json": "https://useaiblocks.com/agents/agency-sales-discovery-coach.json", "instructions": "https://useaiblocks.com/skills/agency-sales-discovery-coach/SKILL.md", "download": "https://useaiblocks.com/skills/agency-sales-discovery-coach.zip", "api_item": "https://useaiblocks.com/api/v1/items/agency-sales-discovery-coach", "api_document": "https://useaiblocks.com/api/v1/documents/agent/agency-sales-discovery-coach", "mcp": "https://useaiblocks.com/mcp" } }